January Challenge: What's your favorite product tip/trick?

Crystal Bruce
Crystal Bruce admin
Tenth Anniversary Kudos 5 February 2026 Monthly Challenge First Reply
in Blackbaud Tuition Management™ General Discussions

This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive.

Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would love to learn from you and see how you use our products to achieve your goals.

To participate, simply reply to this post with your favorite product tip/trick and explain how it helps you. You can also comment on other members' posts and ask questions or give feedback.

The more we share, the more we grow as a community!

Comments

  • Terri Goon
    Terri Goon
    Fourth Anniversary PowerUp Challenge #1 Gift Management Name Dropper Facilitator 1

    @Crystal Bruce
    We use workflows to keep track of phone calls/actions. Anyone who gives for the first time gets a phone call. Anyone who gives $1000 and greater gets a phone call from our VP. Anyone who gives <$1000 gets a phone call from me. Of course we add others, but these are automated with workflows as actions added to be done.

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